Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) - Direct Plan - GROWTH
code 148507 Large Cap Fund direct plan · growth NAVs 2020-10-12 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2020-10-12, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 8.80% | -5.38% | -6.07% | 0.68% | 2026-10-09 → 2026-11-09 |
| 3M | 0.86% | -3.48% | -4.39% | 0.92% | 2026-08-07 → 2026-11-09 |
| 6M | 5.27% | 2.84% | 2.48% | 0.36% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.66% | -3.30% | -4.86% | 1.56% | 2025-11-07 → 2026-11-09 |
| 3Y | 9.77% | 6.70% | 7.90% | -1.20% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.24% | 7.19% | 7.02% | 0.17% | 2021-11-09 → 2026-11-09 |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 14.98% | 13.78% | 13.43% | 0.35% | 2020-10-12 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| fund | 30.02% | 5.50% | 22.76% | 12.46% | 6.58% |
| benchmark | 26.45% | 4.94% | 21.24% | 12.95% | 10.24% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,219 | 13.04% | 8.98% | -6.83% | 58.93% | 87% | 49% |
| 3 years | 727 | 14.45% | 14.11% | 6.25% | 21.54% | 100% | 46% |
| 5 years | 237 | 12.46% | 11.86% | 7.11% | 18.64% | 100% | 53% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 8.10% | 7.36% |
| volatility | 12.94% | 12.60% |
| max drawdown | -15.33% | -16.17% |
| downside deviation | 9.35% | 8.72% |
| Sharpe ratio | 0.21 | 0.17 |
| Sortino ratio | 0.29 | 0.25 |
| Calmar ratio | 0.53 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Category: Large Cap Fund
Overall ★★★☆☆ (3y ★★☆☆☆ · 5y ★★★☆☆ · 10y -) · as of 2026-10 · 72 months of history
| percentile rank (1 = best) | 3 years of 30 funds | 5 years of 27 funds |
|---|---|---|
| return | 90th | 74th |
| volatility | 1st | 1st |
| Sharpe | 87th | 74th |
| Sortino | 87th | 74th |
| worst fall | 14th | 12th |
| risk-adjusted return (MRAR) | 87th | 66th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.